Current jobs related to Portfolio Advisor 2 - Hermitage - First National Bank of Pennsylvania
-
Automotive Service Consultant
2 days ago
Hermitage, Arkansas, United States Diehl Toyota of Hermitage Full timeJob DescriptionAs a Service Advisor at Diehl Toyota of Hermitage, you will play a critical role in delivering exceptional customer service while ensuring accurate and efficient repair order management. Key responsibilities include greeting customers in a timely and friendly manner, obtaining detailed information about their vehicle concerns, and advising on...
-
Automotive Service Coordinator
2 weeks ago
Hermitage, Arkansas, United States Diehl Chevrolet of Hermitage Full timeWe are seeking an experienced Automotive Service Advisor to join our team at Diehl Chevrolet of Hermitage.Job OverviewThis is a full-time position that requires excellent customer service skills, data entry expertise, and the ability to work effectively with technicians and other advisors.ResponsibilitiesProvide top-notch customer service by greeting...
-
Automotive Service Consultant
2 weeks ago
Hermitage, Arkansas, United States Diehl Toyota of Hermitage Full timeDream Career Opportunity at Diehl AutomotiveWe are seeking an experienced Automotive Service Advisor to join our team at Diehl Automotive in Hermitage. As a key member of our service department, you will be responsible for providing exceptional customer service, ensuring seamless communication with our technicians, and contributing to the success of our...
-
Delivery Driver
6 days ago
Hermitage, United States Disability Solutions Full timeFlynn Hut joined the Pizza Hut system in 2021. In 2023, we expanded internationally acquiring Pizza Huts master franchisee in Australia with 260+ units. Today we are the largest Pizza Hut franchisee in the world with 1200+ locations and are operating in 2 Countries. We continue to grow by building new stores and acquiring other franchise operators.We are one...
Portfolio Advisor 2
1 month ago
n
Position Title: Portfolio Advisor 2
Business Unit: WM - FNIA
Reports to: Director of Portfolio Management
Position Overview:
This position is primarily responsible for managing and expanding an assigned group of high net worth investment portfolios for individual and institutional clients (Revocable Trusts, Irrevocable Trusts, Agency Accounts, Individual Retirement Accounts, Pension Plans, Foundations and Endowments).
Primary Responsibilities:
Manages a group of high net worth investment portfolios for individuals and institutions according to the corporation‘s investment policies and procedures. Defines each client‘s service expectations and strives to exceed those expectations.
Coordinates with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiates changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations.
Expands the book of business by identifying opportunities within the assigned group of accounts. Works with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation. Identifies cross-sell opportunities where appropriate to solve client‘s various financial needs.
Applies a working knowledge of portfolio management, revocable trusts, irrevocable trusts, pensions, individual retirement accounts, foundations and endowments, equity and fixed income markets, economics, asset allocation and trading.
Completes all required corporate training in a timely manner. Completes compliance and required regulatory requirements associated with the assigned book of business in a timely manner.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation‘s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Progress towards an MBA or CFA. Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CFA preferred. Obtain a series 65 License within 60 days of hire.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.